Stroma Software Presentationfiles.stroma.com/members/ecobuild-2016/formation... · 2017-03-09 ·...

© Stroma Software 2016 | Version 1.0 Stroma Software – Formation

Stroma Software Presentation Formation: Bespoke, integrated digital forms

Presented by James Evans


Who is Stroma Software?

!  Develops innovative and flexible software packages

!  Software solutions focused on the

Electronic Data Capture (EDC) market

!  Simple, mobile solutions across multiple industries

!  Part of the Stroma Group of

Companies


An intuitive forms design tool adaptable to your specific business requirements

What is Formation?


What is Formation?

!  Build a personalised suite of digital forms

!  Collect data on Windows, Apple and

Android devices and through website forms

!  Manage data and storage via a secure

back office system

!  Take the hassle and expenditure out of hiring a developer


The History of Formation

!  Built from expertise in the energy efficiency and compliance sector

!  Digital forms solution deployed to major UK energy providers

!  Existing forms framework adapted and redeveloped into Formation Software

!  Improving and increasing existing functionality


Complete integration from on site to field based

Formation functions as part of your back office system and also provides field based staff with a flexible and secure form of data collection


The 3 Software Pillars of Formation

Formation Management Studio

(FMS)

Formation App (Tablet and Phone)

Formation App (Tablet and Phone)

Field Staff

Office Staff


!  Drag and drop form creation !  Assign forms to colleagues !  Hosted on a secure server environment !  Appointment scheduling with in-built calendar (coming in version 2) !  Personalised company branding !  Monitor user activity & generate reports with a workflow tracker !  Simple user dashboard gives an overview of existing projects !  Completed forms returned in smart PDF format or via data transfer !  Full audit trail of every action and change !  Design your own report outputs !  Integrates into your existing ERP/CRM system

Forms Manager – Back office system


Forms User – Field based data collection

!  Available to Windows, Apple (iOS) and Android devices (plus website forms)

!  Capture a range of media rich content such as photos, video and audio

!  Apply free text fields, currency fields, perform calculations and sketch with the

drawing tool

!  Annotate and edit uploaded photos

!  Customisable grids and tables

!  PAF Postcode validation for UK addresses

!  Ability to work offline to complete forms

!  Collect signatures with an e-signature tool

!  Simple user dashboard gives an overview of forms status

!  Barcode and QR Code Reader

!  GPS Geo Tracking Functionality

!  Cloud Storage


How Formation can benefit you

!  Transform the efficiency of your company !  Integrate both office based and field based activities !  Improve data accuracy and data security !  A unique and wholly personalised solution for your business


Integration with Sage

!  A Sage integration package is coming soon to Formation

!  Compatible with Sage 50, 200, 1000, X3 and CRM


Formation and Sage


More integration packages

!  You will also soon be able to integrate Formation Software with Salesforce and SAP Business One


Become a Formation reseller

!  Join the Formation reseller programme and take our software to your clients

!  Use Formation’s multi-industry capabilities

!  Full training and certification provided

!  Resellers purchase Formation for resale to your end customers

!  Stroma license activation for all resold copies


Demonstration


What you can do today


Discuss our Formation software

Speak to us about our software

Grab a drink from the bar – stand E2292

Apply to our ISO 9001 and ISO 14001 scheme at www.stroma.com


Our Ecobuild CPD Programme Discover our other CPD sessions during Ecobuild… !  DEA Audit Masterclass !  Private Rented Sector (Legionella & Inventory) !  ISO 9001 and 14001 Certification !  Electronic Data Capture !  Group Competency Scheme !  New DEA Scheme Operating Requirements !  Plus seminars in North Gallery Room 19


Any questions?


Contacts / Helpful Links

Stroma 4 Pioneer Way, Castleford, WF10 5QU 0845 621 11 11 [email protected]

Web Links www.stroma.com/software Contacts

Date post:	19-Jul-2020
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Stroma Software Presentationfiles.stroma.com/members/ecobuild-2016/formation... · 2017-03-09 ·...

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